TABLE OF CONTENTS
COMING SOON
Dispatch Letters
We are excited to announce upcoming enhancements to the Dispatch Letters. New fields will be added to letter templates to better capture and organize essential information, significantly improving both functionality and customization options.
Academic Transcript
The development of the Academic Transcript template is nearing its completion. We are currently in the final stages of refinement. Specifically, those who are accredited and utilizing modules will have a brand new Academic Transcript.
The new student transcript can be found in the following places:
Membership>Roster
Training>Student Roster
Bulk Transcript: Training>Transcripts
MY Account>My Education
CHECK OUT WHAT'S NEW
Student Transcripts
We're thrilled to introduce the "NEW" and improved student transcript in UNITE! This new template offers a customized, detailed, and comprehensive overview of each student's educational journey. It includes not only the courses and modules completed but also the certifications obtained.The new student transcript can be found in the following places:
Membership>Roster
Training>Student Roster
Bulk Transcript: Training>Transcripts
MY Account>My Education
With this update of the Student Transcript, you have the ability to customize what is displayed on the Transcript(s). When downloading the transcript you will have 3 checkbox items you can select.
Certifications
Modules Completed
Courses Completed
The Certifications option will display a table of all certifications on a Student Record
The Modules Completed option will display a table of all Modules that a student has Completed
The Courses Completed option will display a table of all Individual Classes and Module Classes that a student has Passed
In the Certifications Table, if a certification has an attachment, on the transcript generated in UNITE or generated as a PDF, users will be able to easily download these attachments to their device. This can be downloaded by selecting the link within the Name Column of the Certification.
Certifications with attachments will have its Name in a blue text. When you hover over the name you should be able to select the link to open/download the attachment to your device.
Certifications that expire in 90 days will have its expiration date displayed in Red
Expired Certifications will have a greyed out and italicized text
For additional help on how to generate a transcript please follow the help documents below:
Downloading Bulk Transcripts: https://helpdesk.iupat.org/en/support/solutions/articles/151000189724-how-to-run-a-bulk-student-transcript-report
Downloading Individual Student Transcript: https://helpdesk.iupat.org/en/support/solutions/articles/151000189712-how-to-view-a-student’s-transcripts
If a duplicate is found, and that record exists in your organization, you will be presented with a pop-up that displays the following:
Name
Where that Duplicate Record Exists (Member or Prospect)
District Council
You will also have the ability to go to the record to make any updates by selecting the View Now button.
If the duplicate record exists outside of your organization you will only see the following:
Where that Duplicate Record Exists (Member or Prospect)
District Council
You will not be able to make any edits to that record.
For additional resources on this change please read the following help document: https://helpdesk.iupat.org/en/support/solutions/articles/151000197163-identifying-duplicate-e-mails-ssns-or-sins
Downloading Bulk Transcripts: https://helpdesk.iupat.org/en/support/solutions/articles/151000189724-how-to-run-a-bulk-student-transcript-report
Downloading Individual Student Transcript: https://helpdesk.iupat.org/en/support/solutions/articles/151000189712-how-to-view-a-student’s-transcripts
Global > Duplicate E-mail and SSN/SIN Alert
We've enhanced the system to alert administrators whenever a duplicate email address or SSN/SIN is detected during data entry across the UNITE platform.If a duplicate is found, and that record exists in your organization, you will be presented with a pop-up that displays the following:
Name
Where that Duplicate Record Exists (Member or Prospect)
District Council
You will also have the ability to go to the record to make any updates by selecting the View Now button.
If the duplicate record exists outside of your organization you will only see the following:
Where that Duplicate Record Exists (Member or Prospect)
District Council
You will not be able to make any edits to that record.
For additional resources on this change please read the following help document: https://helpdesk.iupat.org/en/support/solutions/articles/151000197163-identifying-duplicate-e-mails-ssns-or-sins
ENHANCEMENTS MADE
Membership>Organizations
- We have enhanced the system to now include "Country" to the list view filter set.
Membership>Roster
- We have made an update to the User Account Tab. The email field is now set to read-only.
Membership & Training>Distribution List
- Made an update to the Related Table to now include Employment as an option. This related table can be used to pull data on information in the Roster>Employment Tab so that you can filter on items like Employer, Employment Start/End Date, and more.
WHAT'S FIXED
Membership>Roster
- We have resolved an issue that previously prevented member statuses from being accurately updated when processing a Forfeit activity.
Accounting>Invoice Adjustment
- We addressed and resolved a bug that triggered an error message when attempting to manually force the PTD on a member's account during the Invoice Adjustment process.
Accounting>Bulk Suspensions
- We have resolved an issue that did not return any suspended members on the bulk suspension report
Communications
- Resolved an issue that did not allow users to attach documents through the e-mail editor
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